Adam Goldstein is a financial advisor with 6 years of industry experience, currently with 1st Financial Investment, Inc. He also operates AG Consulting, LLC, where he works as a Certified Public Accountant specializing in accounting, audits, and forensic audits. His prior experience includes roles at Golden Card Breaks and Valuation Research Corp. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, combining passive index funds and ETFs with active managers, and offers investment advice on a non-discretionary basis.

Louis Laselva is a financial advisor at Laurel Oak Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, he oversees day-to-day operations of a pass-through business entity. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and ERISA plan advisory services for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Frank Mannino is a CFP®-certified financial advisor with One Wealth Advisors, LLC in Philadelphia, PA. He has seven years of industry experience, including eight years at One Wealth Advisors and ten years prior experience at Multicultural Academy Charter School. In addition to his advisory role, Mannino is an insurance agent with OWA Insurance Services, LLC. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach, incorporating diversified portfolios and tactical flexibility.

Matthew Oconnor is a financial advisor with Capitol Private Wealth Group LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Financial Resources Group, LPL Financial LLC, and Webster Bank. He serves as a board member of Partners in Housing Inc., a nonprofit focused on underserved communities in Dartmouth, MA. Capitol Private Wealth Group advises individual and high-net-worth clients, providing discretionary portfolio management alongside financial planning and retirement-plan consulting. The firm employs a range of analytical approaches and offers tax preparation and advanced trading strategies to coordinate investment and tax services for clients.

Joseph Osherow is a financial advisor with Wealth Management Associates, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wealth Management Associates since 2005 and was previously with Securities America, Inc. until 2024. Wealth Management Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, and is notable for its integrated accounting and tax capabilities alongside advisory services.

Molly Baker is a CFP® professional with three years of experience at RTD Financial Advisors Inc in Philadelphia, PA. Her career has been entirely with RTD Financial since 2018, following seven years as a student. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Timothy Collins is a financial advisor at PTS Brokerage, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Continuity Operations Group, CohnReznick LLP, and Investigative Alternatives. Outside of advisory work, he operates a tax and accounting services business and conducts private investigations. PTS Brokerage provides investment supervisory and money management services to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach using fundamental and technical analysis, with portfolio reviews at least monthly.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

Austin Kennedy is an investment advisor representative at MFG Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and OSAIC Wealth, Inc. in addition to his current role. Kennedy is also licensed in insurance activities. MFG Investments, LLC serves individual investors across a range of net worth levels, providing discretionary portfolio management and financial planning services. The firm employs a combination of in-house model portfolios, third-party money managers, and multiple investment strategies, with ongoing account monitoring and periodic reviews.

Richard Tattory is a CFP® with three years of experience at RMR Wealth Management and prior roles at Fountainhead Capital Management and Tattory Financial Group, which he has owned since 1994. He is also a licensed insurance producer involved in the sale of life and health insurance products. Additionally, he works in real estate sales as a listing agent. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm utilizes third-party platforms and sub-advisers for manager selection and offers a range of managed account programs alongside project-based consulting services.

Stephen Schmidt is a financial advisor at Innova Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innova Wealth Partners since 2013. Schmidt is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of specialized sub-advisors and derivatives, and offers educational courses and retirement workshops as part of its client services.

Matthew Fitzgerald is a financial advisor at Laurel Oak Wealth Management, LLC in Marlton, NJ, with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services from 2005 to 2025 before joining Laurel Oak and Purshe Kaplan Sterling Investments in 2025. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs both active and passive strategies, including tactical asset allocation and alternative investments, and serves clients through a wrap fee program managing approximately $1.34 billion across more than 4,500 accounts.

Morgan Zafonte is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at JMAC Enterprises LLC since 2021 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Johnson & Johnson. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, provides comprehensive wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team, offering services that include retirement-plan advisory and fiduciary roles.

Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.

Thomas Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Insight Advisors since 2013. Outside of advising, he is the president and majority owner of Meridian Alarm Co., Inc., a security alarm company, and serves as a board member and minority owner of Liberty Coating, a pipe coating business. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting, employing varied investment strategies including individual securities, mutual funds, options, and cryptocurrency.

William Wolf is a financial advisor at Insight Advisors, LLC in Newtown, PA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Advisors since 2013. Prior to that, he was with Purshe Kaplan Sterling Investments for five years. Wolf is also a licensed insurance agent. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities. The firm provides portfolio management, financial planning, and pension consulting through a team of 15 advisors, employing a range of investment strategies tailored to client goals.

Kurt Folcher is a financial advisor at Andrew Garrett, Inc. with 36 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client suitability, risk tolerance, and time horizon.

Jeremy Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Noto and Coda. In addition to his advisory role, Mr. Schank is involved in tax preparation through PTS Tax Advisors, owns an insurance sales business, operates a crypto mining venture, and serves as a Jiu-Jitsu instructor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm employs an active, tactical investment approach utilizing both fundamental and technical analysis, with a focus on options strategies and regular portfolio reviews.

Jon Greer is a financial advisor with GSG Advisors LLC in Mt. Laurel, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Greer, Scocca & Lau LLC since 2003 and GSG Advisors LLC since 2002. Outside of his advisory role, he is a 33% owner of a law firm and holds a New Jersey real estate license, engaging in licensed real estate activities. GSG Advisors LLC provides investment advisory and financial planning services to individuals, families, closely held companies, trusts, estates, and select not-for-profit organizations. The firm emphasizes asset allocation and portfolio structure, customizing strategies based on clients’ time horizons, tax considerations, and risk tolerance, and manages approximately $715 million in assets under management.

Jonathan Inzero is a CFP® professional with 13 years of industry experience, currently serving at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and frequently utilizes specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.